The JWCC, which is larger than GovCloud, was only $9b, split across three companies, over ten years. It’s peanuts compared to the investments that the hyperscalers have with Anthropic.
JWCC is not the only project. Vendors like Crowdstrike also rely on hyperscalers to serve their products to federal customers, and the codebase is shared.
This announcement has made Anthropic toxic in the entire dependency chain because it means years of efforts and tens to hundreds of millions of dollars rearchitecting entire platforms and renegotiating contracts.
The entire cybersecurity industry has a TAM of $208 BILLION [0]
> because it means years of efforts and tens to hundreds of millions of dollars rearchitecting entire platforms and renegotiating contracts.
This is exactly why this announcement has not made Anthropic toxic. The entire industry knows how ridiculous this move is from Hegseth, and it’s going to be rolled back next week once the adults get back from their weekend.
